Which of the following are not required disclosures under the Performance Presentation Standards?
Posted: Sun Aug 07, 2022 5:58 pm
Which of the following are not required disclosures under the Performance Presentation Standards?
A. Portfolio size range and percentage of total assets in the same class.
B. The existence of a minimum asset size for the inclusion in composites.
C. The inclusion of any non-fee paying portfolios in composites.
D. Whether balanced portfolio segments are included in single-asset composites.
A. Portfolio size range and percentage of total assets in the same class.
B. The existence of a minimum asset size for the inclusion in composites.
C. The inclusion of any non-fee paying portfolios in composites.
D. Whether balanced portfolio segments are included in single-asset composites.